OUR PROFESSIONAL SUITE
Expertise Tailored to Your Journey
Thoughtful financial guidance for everyday individuals, affluent clients, and business owners alike
Our Services
TAX PREPARATION
Filing your taxes right the first time matters.
A tax return isn't just a form — it's a financial snapshot of your year. We take the time to understand your situation, identify every deduction you're entitled to, and file accurately so you're not dealing with corrections or notices later.
Every individual return includes audit protection. If the IRS contacts you about a return we prepared, we handle it.
1
Document Collection
We send you a secure checklist and portal link. You upload your documents at your own pace — no office visit required.
2
Review & Analysis
We go through your income, deductions, and credits carefully. If something looks off or an opportunity exists, we flag it before filing.
3
Your Review
Before anything is submitted, you receive a copy to review. We walk you through the numbers and answer any questions.
4
Filing & Confirmation
We e-file your return and send you confirmation. Your documents are stored securely in your client portal.
What we handle
-
All return types — Individual, Sole Proprietor, Trust, S-Corp, Partnership, C-Corp
-
Audit protection — included with every individual return
-
Secure client portal — upload documents and receive your return digitally
-
Year-round availability — questions don't stop after April 15th
-
Enrolled Agent prepared — federally licensed, IRS-authorized
-
Estimated tax planning — available for self-employed and business clients
Service | Price |
Individual Return | Starting at $300 |
Sole Proprietor / Schedule C | Starting at $500 |
Trust Return (Form 1041) | Starting at $550 |
Business Return (S-Corp, Partnership, C-Corp) | Starting at $700 (Minimal Activity)
Starting at $1,000 (Active Operations) |
Estimated Tax Planning | Billed hourly |
MONTHLY BOOKKEEPING
Clean books, every month — without thinking about it.
Good bookkeeping isn't just about staying organized. It's about knowing where your business actually stands — every month, not just at tax time. We handle the close, the reconciliations, and the reporting so you always have a clear picture.
Every engagement starts with a review of your accounts. Your final monthly price is confirmed in writing before work begins.
1
Consultation
A 30-minute call to understand your business, your accounts, and what you actually want from your books.
2
Onboarding
Secure portal access, connections to your bank and software, and a clean chart of accounts built around your operation.
3
Monthly Close
Reconciliations, categorization, and statements delivered every month — so the picture is current, not nine months stale.
4
Tax-Time Ready
When tax season arrives, your books are already done. No scramble, no shoeboxes, no surprises.
What we handle
-
Monthly reconciliations — all bank and credit card accounts
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Expense categorization — clean, consistent chart of accounts
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Monthly financial statements — P&L and balance sheet every month
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Secure client portal — documents and statements in one place
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Enrolled Agent oversight — bookkeeping with tax awareness built in
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Quarterly or annual bookkeeping — available for businesses not ready for monthly
Service | Price |
Essentials | Starting at $300/month |
Professional | Starting at $400/month |
Premium | Starting at $550/month |
Quarterly Bookkeeping | ~75% of monthly rate, billed monthly |
Essential Bookkeeping
A clean monthly close for owner-operators and small teams who want their books off their plate.
STARTING AT
$300
/month
- Monthly bank & credit card reconciliations
- Expense categorization with a clean chart of accounts
- Monthly financial statements (P&L, balance sheet)
- 48-hour response time on questions
- Secure document sharing through the client portal
- 10% off annual tax preparation
Professional Bookkeeping
For growing businesses that need more insight into their financial performance and have multiple bank or credit card accounts.
STARTING AT
$400
/month
- Everything in Essential
- Invoice matching & reconciliation for businesses invoicing through QB
- Built for multiple accounts and higher monthly activity
- Written quarterly performance summary with commentary
- 24-hour response time on questions
- 15% off annual tax preparation
Premium Bookkeeping
More hands-on monthly financial support for established businesses that want sharper numbers and a clearer view of what's driving them.
STARTING AT
$550
/month
- Everything in Professional
- Loan tracking with interest & principal splits
- Accrual-basis accounting available when needed
- Monthly video walkthrough of your numbers
- KPI dashboard and custom management reports available
- 20% off annual tax preparation
How final pricing is confirmed
- The amounts above are starting points based on typical monthly bookkeeping needs.
- Before quoting a fixed price, we review either three months of bank statements from all business accounts or access to your QuickBooks Online file.
- Your exact monthly price is based on transaction volume, number of accounts, reporting needs, and business complexity — and confirmed in writing before work begins.
HOW WE WORK
Simple, secure, and the same person every month.
01
Consultation
A 30-minute call to understand your business, your accounts, and what you actually want from your books.
02
Onboarding
Secure portal access, connections to your bank and software, and a clean chart of accounts built around your operation.
03
Monthly close
Reconciliations, categorization, and statements delivered every month — so the picture is current, not nine months stale.
04
Tax-time ready
When tax season arrives, your books are already done. No scramble, no shoeboxes, no surprises.
NOT SURE WHICH ONE?
A quick way to read the three tiers.
Most clients start in Essential or Professional. The right fit usually comes down to how many accounts you run, whether you need more detailed reporting, and how often you want to actually sit with your numbers. Accrual-basis accounting is available in Premium when it makes sense, but it is not required.
Essential
One or two accounts, mostly cash-basis, and you want clean books and monthly statements without thinking about it.
Professional
Multiple accounts, some invoices going out and bills coming in, and you want a quarterly read on how the business is actually doing.
Premium
You're managing loans, want more advanced reporting, and want a monthly conversation about KPIs — not just a stack of statements. Accrual-basis accounting is available when needed.
IRS NOTICE RESOLUTION
A letter from the IRS doesn't have to mean a crisis.
Most IRS notices are resolvable — but only if you respond correctly and on time. As an Enrolled Agent, Pablo can communicate directly with the IRS on your behalf, stop collection action, and negotiate a resolution that works for your situation.
We handle everything from simple CP2000 mismatches to full audit representation and offer-in-compromise negotiations.
1
Screening
Send us the notice. We review it and explain exactly what the IRS is asking for — in plain English — before you spend a dollar.
2
Strategy & Engagement
We outline a resolution plan with a written flat fee. You approve the plan before we take any action.
3
IRS Communication
We file a Power of Attorney (Form 2848) and communicate directly with the IRS. You don't have to speak to them at all.
4
Resolution & Closure
We negotiate to the best outcome available — abatement, payment plan, or settlement — and confirm closure in writing.
What we handle
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CP2000 / underreporter notices — income mismatches and proposed changes
-
Audit representation — correspondence, office, and field audits
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Balance due & collections — liens, levies, garnishments
Installment agreements — structured payment plans the IRS accepts -
Offer in Compromise — settle for less than you owe when you qualify
-
Penalty abatement — remove or reduce penalties with proper cause
Service | Price |
Consultation | Custom quote |
Response Preparation | Custom quote |
Full Representation | Custom quote |
UNFILED RETURNS
Getting current is possible. Here's how.
Unfiled returns don't go away — but they also don't have to define you. Whether you're one year behind or ten, we create a clear plan to get you compliant, minimize your exposure, and put this behind you for good.
The IRS is far more cooperative with taxpayers who come forward voluntarily. Acting first — before they contact you — gives you significantly more options.
1
Confidential Consultation
We review how many years are unfiled, what records exist, and what IRS transcripts show. No judgment — just a clear picture of where things stand.
2
Document Recovery
Missing records? We request IRS wage and income transcripts to reconstruct your income history — even without your original W-2s or 1099s.
3
Preparation & Filing
We prepare each year accurately, in order, and file them together. Returns are reviewed with you before anything is submitted.
4
Resolution Plan
If balances are owed, we immediately move into IRS resolution — installment agreements, penalty abatement, or OIC — so you're not left with a bill and no path forward.
What's included
-
IRS transcript retrieval — income history reconstructed even without records
- All return types — 1040, Sch. C, S-Corp, Partnership, and more
- Multi-year coordination — all years filed in the correct sequence
- Penalty exposure review — failure-to-file and failure-to-pay assessed upfront
- IRS resolution ready — if balances exist, we transition directly into resolution
- Enrolled Agent representation — fully authorized to act on your behalf at the IRS
Service | Price |
IRS Transcript Review & Filing Plan | $150 |
Individual Return (per year) | Starting at $300 |
Business Return (per year) | Starting at $700 |
Penalty Abatement Request | Starting at $150 |
OUR COMMITMENT
Transparency isn't a feature. It's how we operate.
Every client deserves to know what they're paying, what they're getting, and what's happening with their finances at every stage.
Written quotes before any work Every engagement
Every engagement — bookkeeping, tax return, or IRS notice — includes a written scope and fee before anything starts. You approve it first.
One secure place for everything
Your documents, messages, invoices, and signed agreements all live in one secure digital portal. Nothing gets lost in email.
Plain-English reporting
Your monthly reports and tax summaries are written to be understood — not just filed. You always know what the numbers mean for your business.
Committed to the 15th
Monthly financials are delivered by the 15th of every month, every month. If there's a delay, you hear from us first — before it's due.
You're always in the loop
When the IRS is involved or a return is complex, we keep you updated at each step. No news is good news — but you'll always know where things stand.
Engagement letters, not long-term contracts
Every client relationship begins with a clear engagement letter — outlining exactly what's covered, what it costs, and what's expected from both sides. There are no long-term contracts. Bookkeeping is month-to-month; cancel anytime with 30 days notice.
